Milpitas Unified School District


Milpitas, CA


Current Status: Active

Salary Reduction Agreement Forms (SRA)

403(b) Downloadable PDF SRA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

403(b) Service Based Catch-Up

Online Request Form
Downloadable PDF Version

403(b) Providers

AIG Retirement Services (formerly VALIC) 
American Century Services LLC  [Fee: $3.00]
American Fidelity Assurance Co. 
American Funds Service Company  [Fee: $3.00]
American United Life Ins Co 1  [Fee: $3.00]
Americo Financial Life/Annuity 
Ameriprise Financial/RiverSource 
Brighthouse Life Ins (MetLife CT/Travelers) 
California Teachers Association (CTA)  [Fee: $3.00]
CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
Equitable (formerly AXA) 
Fidelity and Guaranty Life **
Fidelity Management Trust  [Fee: $3.00]
Fiduciary Trust Intl-Franklin Templeton  [Fee: $3.00]
Global Atlantic Financial Group 
GLP & Associates  [Fee: $3.00]
Great American Insurance Group ** [Fee: $3.00]
GWN/Employee Deposit Acct 
Horace Mann Life Ins. Co. 
Industrial Alliance Ins & Fin. Serv. Inc 
Invesco OppenheimerFunds 
IPX - Investment Provider Xchange 
Jackson National Life III  [Fee: $3.00]
Lincoln Investment Planning 
Lincoln National 
MetLife 
Midland National Life Insurance 
Modern Woodmen of America 
National Life Group (LSW) 
North American Company 2 
NY Life Ins. & Annuity Corp. 
NY Life Insurance & Annuity 
Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice) 
Pacific Life Insurance Company  [Fee: $3.00]
PenServ SmartSAV (formerly Foresters) 
PFS Investments 
PlanMember Services Corp. 
Putnam Investments 
ROTH - AIG Retirement Services (formerly VALIC) 
ROTH - American Century Services LLC  [Fee: $3.00]
ROTH - CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
ROTH - Equitable (formerly AXA) 
ROTH - Fidelity Management Trust  [Fee: $3.00]
ROTH - Great American ** [Fee: $3.00]
ROTH - Horace Mann Life Ins. Co. 
ROTH - Industrial Alliance Pacific 
ROTH - Invesco OppenheimerFunds 
ROTH - IPX - Investment Provider Xchange 
ROTH - Lincoln Investment 
ROTH - MetLife 
ROTH - National Life Group (LSW) 
ROTH - Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice)  [Fee: $3.00]
ROTH - PenServ SmartSAV (formerly Foresters) 
ROTH - PlanMember Services Corp. 
ROTH - Primerica Financial Services 
ROTH - Security Benefit 
ROTH - The Legend Group, A Lincoln Investment Company 
ROTH - Vanguard Fiduciary Trust Co.  [Fee: $3.00]
ROTH - Voya Financial (Reliastar) 
ROTH - Voya Financial (VRIAC) 
Security Benefit 
T. Rowe Price Trust Company ** [Fee: $3.00]
The Legend Group, A Lincoln Investment Company 
Thrivent Financial for Lutherans 
TIAA-CREF 
TransAmerica  [Fee: $3.00]
USAA Life Insurance Co. **
Vanguard Fiduciary Trust Co.  [Fee: $3.00]
Victory Capital (USAA Mutual Funds) 
Voya Financial (Reliastar) 
Voya Financial (VRIAC) 
Waddell & Reed Inc. 
Western National (AIG) - 1  [Fee: $3.00]

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.

Plan Features

Eligible Employees
All employees, but student-teachers or teacher’s aides (i.e., a person providing service on a temporary basis while attending a school, college or university) described in Code section 3121(b)(10) are not eligible to participate in the Plan.
Employer Non-Elective Contributions
Available
Loans
Available; up to 50% of total account values, subject to availability and additional restrictions applied by individual vendors
Financial Hardship Distribution
Available; pursuant to Section 1.401(k)-1(d)(3)(iii)(B) of the Income Tax Regulations, subject to availability and additional restrictions applied by individual vendors
Transfers into Plan

(A transfer of assets from one employer’s 403(b) plan to another)

Available
Transfers Out of Plan

(A transfer of assets from one employer’s 403(b) plan to another)

Available
Service Based Catch-Up

(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Available
Rollover Contributions

(A contribution of a distribution from another plan (i.e. 401(k), 457, IRA))

Please call to inquire
Contract Exchanges

(A change of investment within a 403(b) plan)

Available. Please note that the new investment provider must be participating in your Employer's 403(b) plan (see list above).
Distributions

(i.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death)

Available

Current Status: Active

Salary Reduction Agreement Forms (SRA)

457(b) Downloadable PDF SRA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

457(b) Providers

AIG Retirement Services (formerly VALIC) - 457 
American United Life Insurance Co. - 457 
CalSTRS Pension 2 (VOYA) - 457 
Equitable (formerly AXA) - 457 
Industrial Alliance Pacific - 457 
National Life Group (LSW) - 457 
North American Co for Life & Health -457 
Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice) - 457 
Pacific Life Insurance Company - 457 
PenServ SmartSAV (formerly Foresters) - 457 
Security Benefit - 457 

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.

Plan Features

Loans
Available; up to 50% of total account values, subject to availability and additional restrictions applied by individual vendors
Unforeseeable Emergency
Available; pursuant to Section 1.401(k)-1(d)(3)(iii)(B) of the Income Tax Regulations, subject to availability and additional restrictions applied by individual vendors
Transfers into Plan

(A transfer of assets from one employer’s 457(b) plan to another)

Available
Transfers Out of Plan

(A transfer of assets from one employer’s 457(b) plan to another)

Available
Contract Exchanges

(A change of investment within a 457(b) plan)

Available. Please note that the new investment provider must be participating in your Employer's 457(b) plan (see list above).
Final 3 Year Catch-Up
Available
Distributions

(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Available
Rollover Contributions
Please call to inquire